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DirectoryFinance & InsuranceExternal Asset ManagementChiassoT & W Suisse Sagl
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T & W Suisse Sagl

Summary

About the company

The company Trust & Wealth offers services in the field of Private Wealth Management, particularly for families and high net worth individuals. The core activities include: asset management and planning, establishment and administration of companies and trusts, accounting, auditing and financial reporting, tax planning and consulting, insurance services (Private Insurance), management of luxury assets (art, classic cars, yachts, jewelry, etc.) and philanthropic consulting. The company positions itself as a Family Office and offers its clients individual, tailored solutions for the management and protection of their assets.

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Products & services

Industry:External Asset Management
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Private & Family Office
Analysis and planning of family assets, family governance, coordination with banks and advisers, relocation, management of domestic staff, schools, private tutors and philanthropic activities.
Corporate Office
Company formation, corporate domiciliation, local administrators, accounting, financial reporting, auditing, compliance, payroll and SPV administration in different jurisdictions.
Trust Office
Establishment and administration of trusts, trust administration services, accounting, tax compliance and the role of protector to safeguard the beneficiaries.
Bespoke Solutions
Support for family office, acquisition and sale of real estate, independent valuations, mortgage services, protection of valuable assets and access to off-market deals.

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Location

Via Valdani 1
6830 Chiasso

At a glance

Legal form
Limited Liability Company
UID
CHE-393.412.780
Founded
2015 · 11 years
Last commercial register change
March 10, 2021
Employees
1 to 10

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